TRUST CO OF OKLAHOMA FXL — FIRST TRUST TECHNOLOGY ALPHA

Ownership history in TRUST CO OF OKLAHOMA  ·  1 quarter on record

AI Ownership Summary

TRUST CO OF OKLAHOMA reported FIRST TRUST TECHNOLOGY ALPHA (FXL) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.33% in 2026 Q2. The latest visible filing shows FXL at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUST CO OF OKLAHOMA's position in FIRST TRUST TECHNOLOGY ALPHA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FXL was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRUST CO OF OKLAHOMA held FXL — position size vs. price
% of Fund (quarterly)    FXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 5,973 — — 0.33% $1.3M 2026-07-14 $205.48

FAQ About TRUST CO OF OKLAHOMA and FXL

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUST CO OF OKLAHOMA reported owning FXL?

TRUST CO OF OKLAHOMA reported FXL across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported FXL position in TRUST CO OF OKLAHOMA's portfolio?

The largest reported portfolio weight for FXL was 0.33% in 2026 Q2.

What is the latest reported FXL position on this page?

The most recent filing on this page is 2026 Q2, when TRUST CO OF OKLAHOMA reported 5,973 shares, equal to 0.33% of portfolio, with an estimated market value of $1.3M.

What does the chart on this FXL ownership page compare?

The chart compares TRUST CO OF OKLAHOMA's quarterly FXL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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